三倍做多半导体ETF-Direxion Daily（SOXL）在周一盘前交易中大涨5.02%，延续了近期半导体板块的强势表现。这一涨幅反映了投资者对半导体行业前景的乐观预期，以及多项利好消息的刺激。
消息面上，高盛上调了中芯国际和华虹半导体的目标价，将两家公司的目标价均上调至117港元。高盛分析师认为，中国不断扩大的AI生态为半导体行业带来了新的机遇。这一观点得到了市场的积极回应，港股半导体龙头股中芯国际和华虹半导体双双创下历史新高。
此外，多家机构对半导体行业持乐观态度。中国银河证券指出，AI数据中心建设正推升存储器需求，直接带动了半导体设备需求的增长。花旗预计，到2025年全球半导体销售额将增长16%至7310亿美元，创下新高。这些积极预期进一步强化了投资者对半导体行业的信心，推动了相关ETF的上涨。
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